PC Makers May Be Left On the Shelves
An anonymous reader writes "With the problems posed by a new Microsoft OS, exploding laptop batteries, and changing technology, PC makers may be feeling this pinch this holiday season. Many consumers who are considering purchasing PC hardware are going to be holding off for next year, according to research analysts." From the article: "According to market researcher IDC, PC shipment growth slowed to 7.9 percent in the third quarter, from double-digit percentage growth in the prior three years. The battery recalls may cut into fourth quarter growth, IDC said. Bank of America on October 31 cut its 2006 PC growth forecast to 9.4 percent from 10 percent. All this suggests that consumers looking for bargain gifts may opt for less-expensive gadgets such as cell phones, digital music players, video phones or noise-cancelling headphones."
A lot of gamers will opt for a Wii or a PS3 instead of a new PC this year as well. Not a good year to own Dell stock.
I still have more fans than freaks. WTF is wrong with you people?
Even tough technology is still improving, just how often are computer manufacturers expecting consumers to purchase a brand new PC? It sounds to me that the slowing growth is more in part due to market saturation than anything else. Computer sales have enjoyed double digit growth through more difficult times than these (Windows ME fiasco, I.LOVE.YOU viruses, massive job loss in the bubble burst, terror attacks and wars, various US and foreign stock upsets, etc).
I am thinking the sources behind this article have stock in Dell and other afflicted manufaturers. Dell will probably see a short-term loss of laptop sales due to their bad press from the exploding batteries. What better way to hedge your losses than say the entire laptop market is slowing in growth, rather than Dell simply losing sales to a competitor? It'll take months for the actual sales numbers to come in, and by then everyone will have forgotten about these stories.
Be wary of any such article around crucial marketing periods like the winter holidays (just as you should be cautious of TV execs hyping up their shows during sweeps periods). Many brokers and firms can make-or-break a large profits during the next two months, all hinging on how well they predicted holiday sales figures from earlier in the year, and not everyone is a neutral party.
The Mac platform today is ground zero for the switcheur epidemic, which means more tourists and more expatriates moving in.
You can be a snob if you want, but I welcome every new Mac user. Better late than never.
-jcr
The only title of honor that a tyrant can grant is "Enemy of the State."